|
GOOG
|
US |
ALPHABET INC-CL C |
123,280 |
$23M |
9.81% |
-10.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
152,473 |
$20M |
8.30% |
161.0%
|
- |
|
IBN
|
US |
ICICI BANK LTD-SPON ADR |
635,667 |
$19M |
7.98% |
-36.8%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
91,119 |
$18M |
7.57% |
-19.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
35,649 |
$15M |
6.32% |
-10.2%
|
- |
|
ICLR
|
US |
ICON PLC |
69,421 |
$15M |
6.12% |
-13.7%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
158,879 |
$14M |
5.97% |
-12.0%
|
- |
|
ATAT
|
US |
ATOUR LIFESTYLE HOLDINGS-ADR |
500,440 |
$13M |
5.66% |
-17.6%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
127,338 |
$12M |
5.19% |
-5.7%
|
- |
|
MYRG
|
US |
MYR GROUP INC/DELAWARE |
73,355 |
$11M |
4.59% |
29.0%
|
- |
|
ELF
|
US |
ELF BEAUTY INC |
84,603 |
$11M |
4.47% |
-19.4%
|
- |
|
ICE
|
US |
INTERCONTINENTAL EXCHANGE IN |
70,764 |
$11M |
4.43% |
-9.9%
|
- |
|
HUBS
|
US |
HUBSPOT INC |
13,066 |
$9M |
3.83% |
100.0%
|
- |
|
WWD
|
US |
WOODWARD INC |
52,647 |
$9M |
3.68% |
-16.2%
|
- |
|
ALC
|
US |
ALCON INC |
101,968 |
$9M |
3.64% |
-27.8%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
16,641 |
$8M |
3.40% |
-32.7%
|
- |
|
TME
|
US |
TENCENT MUSIC ENTERTAINM-ADR |
547,482 |
$6M |
2.61% |
3.2%
|
- |
|
VIK
|
US |
VIKING HOLDINGS LTD |
138,373 |
$6M |
2.56% |
100.0%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
13,074 |
$6M |
2.46% |
100.0%
|
- |
|
MMYT
|
US |
MAKEMYTRIP LTD |
30,181 |
$3M |
1.42% |
100.0%
|
- |